Budget Planning Process

At Tailored Independence LLC, we help individuals and families navigate the Self-Direction budget planning process, ensuring that your funds are allocated efficiently and in alignment with OPWDD guidelines. Our goal is to maximize your budget so you can live as independently as possible while receiving the supports and services that matter most to you.

Steps in the Budget Planning Process

1. Initial Budget Planning Meeting

✅ Review your goals, needs, and lifestyle to determine how your Self-Direction budget should be structured.
✅ Discuss eligible expenses and OPWDD-approved budget categories.
✅ Identify priorities, such as hiring staff, community activities, assistive technology, transportation, and housing support.
✅ Ensure you have a Fiscal Intermediary (FI) to manage your budget funds.

2. Building Your Budget Proposal

✅ Work with you and your Care Manager to draft a Self-Direction Budget Proposal.
✅ Allocate funding for key categories, such as:

• Staffing: Community Habilitation, Respite, Paid Neighbor, Job Coaching.

• Goods & Services: Technology, fitness memberships, transportation, accessibility tools.

• Classes & Activities: Community classes, social groups, recreation programs.

• Housing Subsidies: If applicable, support for rent or housing-related costs.
  ✅ Ensure that all budget items align with OPWDD and Medicaid guidelines.

3. Submitting for Approval

✅ Submit your budget proposal to your Fiscal Intermediary (FI) for review.
✅ Work with your FI to make any necessary adjustments or clarifications.
✅ Once finalized, the budget is submitted to OPWDD for official approval.

4. Implementing Your Budget

✅ Once approved, begin using the budget to hire staff and access services.
✅ Set up tracking systems to monitor spending and ensure compliance.
✅ Work with your Support Broker (us!) and Fiscal Intermediary to manage payments and reimbursements.

5. Ongoing Monitoring & Adjustments

✅ Regularly review your budget to ensure it meets your needs.
✅ Make adjustments as needed (e.g., shifting funds between categories).
✅ Submit budget modifications if significant changes are required.

6. Annual Budget Renewal

✅ Review your current budget before the annual renewal date.
✅ Make necessary updates based on changes in your goals, staffing, or services.
✅ Submit the updated budget for OPWDD approval for the next service year.

How Tailored Independence LLC Supports Your Budget Planning

✔ Expert Guidance – We help you navigate OPWDD’s budget rules and ensure compliance.
✔ Maximizing Resources – We help allocate your budget to get the most out of your funds.
✔ Ongoing Support – We assist with budget modifications, staff management, and financial tracking.